See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $68,766 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,294 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 · EIN 31-1582098 | Contract Administrator | $10,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,883 | $101,317-18.2% | $146,958-43.6% | $74,495+11.3% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 14.71% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,252 | $3,810-14.7% | $4,933-34.1% | $2,623+24.0% |
| Participant deferral / active EE | $8,541 | $7,303+16.9% | $8,070+5.8% | $4,346+96.5% |
| Admin fee / account holder | $405 | $1,739-76.7% | $12,998-96.9% | $1,942-79.2% |